Shipping Industry 06 (Mar 22 - Dec 24)

[behappyalways]

The performance of the three container heroes in the first two months is sailing! The full-year cargo volume is still difficult to estimate...
Yangming: Excess transportation capacity conservatively views this year's prosperity

貨櫃三雄前2月業績揚帆！全年貨量仍難估... 陽明:運能過剩保守看待今年景氣｜非凡財經新聞｜20240325

https://m.youtube.com/watch?v=2ude1qrFqJQ

[behappyalways]

Panama Canal suffers from drought. Suez Canal armed threat, new global shipping crisis

巴拿馬運河苦於乾旱.蘇伊士運河武裝威脅 全球航運新危機 TVBS文茜的世界周報 20240331

https://m.youtube.com/watch?v=CL0uqSSBFzs

[behappyalways]

Capesize freight index rebounded by 12%!
War clouds are brewing in the Middle East...
Are the bulk ethnic groups preparing for war?
A safe haven for Taiwanese stocks

海岬型運價指數反彈12%！中東戰雲密布...散裝族群也備戰？成台股避風港｜非凡財經新聞｜20240415

https://m.youtube.com/watch?v=ZG35BiW-kwc

[behappyalways]

Container freight prices are on the rise again!
Evergreen and other eight operators will increase surcharges in May.
Container shipping companies are following the trend of Taiwan stocks diving today.

貨櫃運價再掀漲勢!長榮等8家業者5月加收附加費 貨櫃三雄今跟著台股跳水｜非凡財經新聞｜20240416

https://m.youtube.com/watch?v=eIXlIdmPEW8

[behappyalways]

Yangming's daily limit was 65,000 and Wanhai and Evergreen rose 3%-6%.
Mainland passengers are coming!
EVA Air reached an 8-month high, and China Airlines rose half a cent.

陽明漲停土洋掃貨6.5萬張 萬海.長榮漲3%-6% 陸客要來了! 長榮航飛8個月高點 華航漲半根｜非凡財經新聞｜20240426

https://m.youtube.com/watch?v=u1dBv43A2o0

[behappyalways]

Shippers Frustrated as Spot rates Rise Alongside Demand
https://gcaptain.com/shipper-frustrated ... de-demand/

[behappyalways]

Freight rates are not good in the second half of the year?
Maersk's upward revision of financial forecast is "not satisfactory" and the market is disappointed. Container shortages are serious! Wanhai's North American line freight rates are rising in May

下半年運費不妙?馬士基上修財測"幅度欠佳"市場失望 貨櫃缺艙嚴重!萬海5月北美線運價喊漲｜非凡財經新聞｜20240503

https://m.youtube.com/watch?v=atNhe7skugY

[behappyalways]

The Red Sea crisis may last until the end of the year!
Maersk: The risk area has expanded and Asia-Europe shipping capacity will be reduced by 20% in the second quarter

紅海危機恐到年底!馬士基:風險區域已擴大 第2季亞歐線運力減20%｜非凡財經新聞｜20240507

https://m.youtube.com/watch?v=q1OG5ZIkt_U

[behappyalways]

French Shipping Giant Expects Overcapacity to Drive Down Freight Rates
https://gcaptain.com/french-shipping-gi ... ght-rates/

[behappyalways]

The "three crazinesses" of containers reappear!
MSC launches diamond-level freight rates with "guaranteed space"
One Piece is resurrected?! Yang Ming.
Wan Hai's volume hits the limit

貨櫃"3大瘋狂"再現!MSC推鑽石級運價"保證有艙" 航海王復活了?!陽明.萬海爆量漲停｜非凡財經新聞｜20240513

https://m.youtube.com/watch?v=Tv8dXxzWax4